WALSH & ASSOCIATES, LLC
CRD #144441 SEC #801-77605 SARASOTA, FL 941-952-1188
SEC Registered
Total AUM
$660.2M
Discretionary
$660.2M
Employees
15
Clients
0
Accounts
2,281
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $660.2M | $660.2M | $0 | 15 | 0 |
| Jul 2025 | $660.2M | $660.2M | $0 | 13 | 0 |
| Mar 2025 | $660.2M | $660.2M | $0 | 13 | 0 |
| Mar 2024 | $574.3M | $574.3M | $0 | 13 | 0 |
| Apr 2023 | $481.9M | $481.9M | $0 | 13 | 1 |
| Mar 2023 | $481.9M | $481.9M | $0 | 13 | 1 |
| Jul 2022 | $580.2M | $580.2M | $0 | 12 | 2 |
| Apr 2022 | $580.2M | $580.2M | $0 | 12 | 2 |
| Mar 2022 | $580.2M | $580.2M | $0 | 12 | 2 |
| Mar 2021 | $490M | $490M | $0 | 13 | 3 |
| Jun 2020 | $381.9M | $381.9M | $0 | 12 | 1 |
| Apr 2020 | $381.9M | $381.9M | $0 | 12 | 1 |
| Mar 2020 | $381.9M | $381.9M | $0 | 12 | 1 |
| Feb 2019 | $291M | $291M | $0 | 10 | 5 |
| Sep 2018 | $282M | $282M | $0 | 9 | 0 |
| Jul 2018 | $282M | $282M | $0 | 9 | 0 |
| Mar 2018 | $282M | $282M | $0 | 9 | 0 |
| Jan 2017 | $257.5M | $225.7M | $31.8M | 9 | 700 |
| Apr 2016 | $240M | $210.8M | $29.2M | 9 | 660 |
| Mar 2016 | $240M | $210.8M | $29.2M | 9 | 660 |
| Mar 2016 | $240M | $210.8M | $29.2M | 9 | 660 |
| Mar 2016 | $240M | $210.8M | $29.2M | 9 | 660 |
| Dec 2015 | $248.2M | $214.5M | $33.7M | 9 | 630 |
| Nov 2015 | $248.2M | $214.5M | $33.7M | 9 | 630 |
| Mar 2015 | $248.2M | $214.5M | $33.7M | 9 | 630 |
| Jul 2014 | $236.3M | $199.2M | $37.1M | 4 | 500 |
| Jun 2014 | $236.3M | $199.2M | $37.1M | 4 | 500 |
| Mar 2014 | $236.3M | $199.2M | $37.1M | 4 | 500 |
| May 2013 | $209.5M | $187.6M | $21.9M | 4 | 500 |
| May 2013 | $209.5M | $187.6M | $21.9M | 4 | 500 |
| Apr 2013 | $209.5M | $187.6M | $21.9M | 4 | 500 |
| Jan 2013 | $209.5M | $187.6M | $21.9M | 4 | 500 |
DateSep 2025
Total AUM$660.2M
Discretionary$660.2M
Non-Disc.$0
Employees15
Clients0
DateJul 2025
Total AUM$660.2M
Discretionary$660.2M
Non-Disc.$0
Employees13
Clients0
DateMar 2025
Total AUM$660.2M
Discretionary$660.2M
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$574.3M
Discretionary$574.3M
Non-Disc.$0
Employees13
Clients0
DateApr 2023
Total AUM$481.9M
Discretionary$481.9M
Non-Disc.$0
Employees13
Clients1
DateMar 2023
Total AUM$481.9M
Discretionary$481.9M
Non-Disc.$0
Employees13
Clients1
DateJul 2022
Total AUM$580.2M
Discretionary$580.2M
Non-Disc.$0
Employees12
Clients2
DateApr 2022
Total AUM$580.2M
Discretionary$580.2M
Non-Disc.$0
Employees12
Clients2
DateMar 2022
Total AUM$580.2M
Discretionary$580.2M
Non-Disc.$0
Employees12
Clients2
DateMar 2021
Total AUM$490M
Discretionary$490M
Non-Disc.$0
Employees13
Clients3
DateJun 2020
Total AUM$381.9M
Discretionary$381.9M
Non-Disc.$0
Employees12
Clients1
DateApr 2020
Total AUM$381.9M
Discretionary$381.9M
Non-Disc.$0
Employees12
Clients1
DateMar 2020
Total AUM$381.9M
Discretionary$381.9M
Non-Disc.$0
Employees12
Clients1
DateFeb 2019
Total AUM$291M
Discretionary$291M
Non-Disc.$0
Employees10
Clients5
DateSep 2018
Total AUM$282M
Discretionary$282M
Non-Disc.$0
Employees9
Clients0
DateJul 2018
Total AUM$282M
Discretionary$282M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$282M
Discretionary$282M
Non-Disc.$0
Employees9
Clients0
DateJan 2017
Total AUM$257.5M
Discretionary$225.7M
Non-Disc.$31.8M
Employees9
Clients700
DateApr 2016
Total AUM$240M
Discretionary$210.8M
Non-Disc.$29.2M
Employees9
Clients660
DateMar 2016
Total AUM$240M
Discretionary$210.8M
Non-Disc.$29.2M
Employees9
Clients660
DateMar 2016
Total AUM$240M
Discretionary$210.8M
Non-Disc.$29.2M
Employees9
Clients660
DateMar 2016
Total AUM$240M
Discretionary$210.8M
Non-Disc.$29.2M
Employees9
Clients660
DateDec 2015
Total AUM$248.2M
Discretionary$214.5M
Non-Disc.$33.7M
Employees9
Clients630
DateNov 2015
Total AUM$248.2M
Discretionary$214.5M
Non-Disc.$33.7M
Employees9
Clients630
DateMar 2015
Total AUM$248.2M
Discretionary$214.5M
Non-Disc.$33.7M
Employees9
Clients630
DateJul 2014
Total AUM$236.3M
Discretionary$199.2M
Non-Disc.$37.1M
Employees4
Clients500
DateJun 2014
Total AUM$236.3M
Discretionary$199.2M
Non-Disc.$37.1M
Employees4
Clients500
DateMar 2014
Total AUM$236.3M
Discretionary$199.2M
Non-Disc.$37.1M
Employees4
Clients500
DateMay 2013
Total AUM$209.5M
Discretionary$187.6M
Non-Disc.$21.9M
Employees4
Clients500
DateMay 2013
Total AUM$209.5M
Discretionary$187.6M
Non-Disc.$21.9M
Employees4
Clients500
DateApr 2013
Total AUM$209.5M
Discretionary$187.6M
Non-Disc.$21.9M
Employees4
Clients500
DateJan 2013
Total AUM$209.5M
Discretionary$187.6M
Non-Disc.$21.9M
Employees4
Clients500